Alexander Bartholomew is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with Commonwealth Financial Network since 2010 and has been with Bartholomew & Co. Inc. since 2009. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients such as trusts, municipalities, foundations, endowments, and non-profits, as well as individual investors. The firm employs an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with a focus on short-term, high-grade fixed income and municipal bonds.

Joshua Paul is a CFP® with 31 years of industry experience, currently serving at Bartholomew & Company Wealth Management, LLC. He has been associated with Bartholomew & Company and Commonwealth Financial Network since 1995. Joshua is also involved in fixed insurance sales at his branch location. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning to both institutional and individual clients. The firm employs an institutional research process and model portfolios that blend active, passive, and core-satellite strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

Julianne Hertel is a financial advisor at Cornerstone Planning Group in Worcester, MA, holding the ChFC® designation with 19 years of industry experience. Her prior roles include positions at Dream Big Wealth Strategies, Chan And Dahrooge Financial Group, and Eagle Strategies (NY Life). Outside of her advisory work, she volunteers as a foster caregiver for homeless dogs with Broken Tail Rescue, Inc., and serves on the boards of the MDRT Foundation and the Safe Exit Initiative, a nonprofit focused on ending sex trafficking. Cornerstone Planning Group serves individuals, businesses, and various entities with discretionary portfolio management and comprehensive financial planning. The firm employs a model-based investment approach emphasizing low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting and retirement-plan services.

Michael Preston is a CFP® with 26 years of experience in the financial services industry. He has been with New Harbor Financial Group, LLC since 2005 and previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of his advisory role, he is a co-owner of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group is a team-based registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets through a range of investment vehicles, including ETFs, equities, bonds, mutual funds, and options strategies.

Christopher Mongeon is a financial advisor at Warner Wealth with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial LLC and Nfp Securities Inc. He has been with Warner Wealth since 2026. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, with comprehensive financial planning and discretionary wealth management. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals, integrating advanced tools such as artificial intelligence for research and communication.

Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Kathlyn Scheel is a financial advisor at New Harbor Financial Group, LLC in Worcester, MA, holding a Series 66 designation with 13 years of industry experience. Her prior roles include positions at Baystate Financial and Commonwealth Financial Network. New Harbor Financial Group is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis across various asset classes and options strategies, and may incorporate derivatives and digital asset ETFs in client portfolios.

William Ryan is a financial advisor at Bartholomew & Company Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Bartholomew & Company Wealth Management, he was involved with Ryan Financial Inc. for 20 years and currently has roles at Commonwealth Financial Network and Ryan Wealth Advisors. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional and individual clients. The firm employs an institutional research process and firm-developed model portfolios combining active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds.

Benjamin Cauley is a CFP® with 10 years of industry experience. He has been with Carr Financial Group since 2022 and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory role, he is an independent agent selling life insurance and fixed annuity products through ASH Brokerage. Carr Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, offering wealth management, retirement plan consulting, and a family office practice. The firm focuses on strategic asset allocation using diversified mutual funds and ETFs, with selective use of other securities, and manages approximately $744 million in discretionary assets.

Tara McDermott is a financial advisor at Bartholomew & Company Wealth Management, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Ryan Wealth Advisors. McDermott is also a managing member of Ryan-McDermott Wealth Management LLC, a private entity involved in securities, advisory, and insurance business. Bartholomew & Company Wealth Management serves both institutional and individual clients, offering discretionary and non-discretionary asset management alongside financial and retirement-plan consulting. The firm employs an institutional research process with a combination of active, passive, and core-satellite strategies, emphasizing high-grade fixed income and municipal bonds.

Heather Girolamo is a financial advisor at Bartholomew & Company Wealth Management, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Ryan Financial Advisors, Inc. from 2003 to 2020 and has been associated with Ryan Wealth Advisors and Commonwealth Financial Network since 2020. Girolamo is also the owner of Birch City Ventures, LLC, an entity facilitating securities, advisory, and insurance business. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional and individual clients. The firm employs an institutional research process and uses model portfolios combining active, passive, and core-satellite strategies, focusing on fixed income, municipal bonds, and ESG approaches.

Devon Cooney is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, SG Wealth Management Group, Cambridge Investment Research Advisors, and Charles Schwab. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors, implementing an institutional research process and firm-developed model portfolios that combine active, passive, and core-satellite strategies with a focus on fixed income and municipal bonds.

John Maher is a Series 65-licensed financial advisor with New Harbor Financial Group, LLC in Worcester, MA, with two years of industry experience. His prior work includes roles at Gordon Brothers LLC and The TJX Companies Inc. New Harbor Financial Group is a team-based registered investment adviser serving individuals, trusts, estates, charities, and business entities with discretionary and non-discretionary investment management and financial planning. The firm utilizes a blend of fundamental, technical, and cyclical analysis across various asset classes and employs options strategies and digital asset ETFs in certain cases.

Matthew Palmgren is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Raymond James and Associates, and Fidelity Investments Institutional Services. He serves on the board of Rutland Youth Soccer, engaging with the local youth soccer community. Capital Analysts provides investment and retirement planning services to individual and institutional clients, offering both discretionary and non-discretionary portfolio management through a nationwide network of independent advisors and in-house teams.

David Ojerholm is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cambridge Investment Research, LPL Financial, and MassMutual. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary manager relationships with ongoing account monitoring.

Darlene Murphy is a CFP® professional with 31 years of experience in the financial services industry. She has worked at Advisory Services Network since 2025 and is also the owner and President of Reagan & Company, PC, a CPA firm providing public accounting services. Murphy is a co-founder and part owner of Wellesley Asset Management, an SEC-registered investment advisory firm, though she no longer performs any duties there. Advisory Services Network is a multi-team firm that offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Stanley Starr Jr. is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Starr Investment Services Inc. since 1997, where he is also the owner and serves as an Investment Advisor Representative. His prior experience includes long tenures at Trust Advisory Group Ltd and AGES Financial Services, Ltd. Consolidated Portfolio Review Corp is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a strategic asset allocation approach augmented by fundamental and technical analysis and offers both in-house model portfolios and access to third-party sub-advisors.

Robert Oftring is a financial advisor with Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Capitol Securities since 2009. Outside of his advisory role, he is a partner in a real estate development business involving the purchase, development, and management of two buildings. Capitol Securities Management serves individual investors, high-net-worth clients, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through a combination of broker-dealer and registered investment adviser services. The firm delivers investment advice via IAR-managed programs, separately managed accounts, model portfolios, and third-party money managers.

John Kelley Jr. is a financial advisor at Capitol Securities Management, Inc. in Worcester, MA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Capitol Securities Management since 2005. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and third-party money managers, offering tailored investment strategies through a network of adviser representatives.

William Stott is a Series 65-licensed financial advisor with Marshfield Associates, where he has worked since 1990, totaling 36 years of industry experience. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investment approach through a concentrated Core Value Equity Strategy and an optional Balanced Strategy that includes fixed income, emphasizing quality and a strict margin-of-safety buy discipline.